See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,437 | $82,664-39.0% | $125,339-59.8% | $68,494-26.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,005 | $3,381+18.5% | $4,814-16.8% | $2,596+54.3% |
| Participant deferral / active EE | $4,882 | $6,110-20.1% | $7,446-34.4% | $4,027+21.2% |
| Admin fee / account holder | $3,996 | $6,275-36.3% | $10,010-60.1% | $5,403-26.0% |